# Carson Pope

> Carson Pope is a fee-only financial advisor at AssetBuilder in Allen, Texas. Carson charges a percentage of assets, a flat fee or retainer and hourly fees and focuses on retirement planning, estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/carson-pope/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** AssetBuilder
- **Based in:** Allen, Texas
- **Fee model:** Percentage of assets; Flat fee or retainer; Hourly
- **Assets under management (firm):** $812.7M across 1,665 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 6369682 (https://adviserinfo.sec.gov/individual/summary/6369682)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2015), Series 65 (2015)
- **Firm size:** 12 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://assetbuilder.com

## Frequently asked questions

### Is Carson Pope a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Carson holds no broker registration, and AssetBuilder reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Carson charge for financial advice?

Carson charges a percentage of assets, a flat fee or retainer and hourly fees.

### Where is Carson Pope based?

Carson Pope is based in Allen, Texas.

### What does Carson specialize in?

Carson's specialties include retirement planning, estate & legacy planning and tax planning.

### Is Carson Pope registered with the SEC?

Yes. Carson Pope is registered as an investment adviser representative in TX (CRD 6369682), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does AssetBuilder manage?

AssetBuilder reports $812.7M across 1,665 accounts in assets under management.

### How do I contact Carson Pope?

Through Carson's website, assetbuilder.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6369682): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.assetbuilder.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.